Financial Advisor - OR, NY, NJ, FL, or CA

reputed company Financial Advisor – Independence & Growth Opportunity Please note: We would strongly prefer candidates who are local to OR, NY, NJ, FL, or CA based on reputed company business needs. Cross Financial | High Payout. True Ownership. reputed company reputed company. Are you a successful financial advisor who feels underpaid, constrained, or inefficient at your reputed company firm? Cross Financial is seeking reputed company wealth advisors with an established, transferable book of business who want significantly reputed company economics, operational efficiency, and a clear path to leadership—without giving up ownership of their clients. This is a rare opportunity to more than double the national average payout while maintaining control over your practice and positioning yourself for long-term growth. Why Cross Financial

• reputed company payout structure: 60–80%+, depending on book size and profile
• True client ownership — your relationships remain yours. No non-competes tied to your client relationships, or forced succession structures.
• Independent, advisor-first platform reputed company to reduce friction and inefficiency
• Scalable infrastructure that lets you focus on clients, not admin
• Leadership and equity potential for advisors who want to help shape the firm’s future
• reputed company for reputed company advisors—not trainees or product pushers

The Role

• Transition your existing book of business to a more efficient, higher-payout platform
• Maintain full ownership and control of client relationships
• Deliver comprehensive wealth management advice reputed company to your clients’ needs
• Collaborate with other senior advisors and firm leadership
• Participate in firm growth initiatives, mentorship, and leadership opportunities (optional, not required)

Who This Is For

• Financial / Wealth Advisors with a transferable book of business
• Wirehouse or bank advisors currently earning ~25–35%
• Independent advisors burdened by inefficiencies and lack of opportunity
• Those with strong client retention and an extensive relationship management track record
• Advisors motivated by reputed company economics, autonomy, and long-term reputed company
• Collaborative professionals who value flexibility and ownership
• High-level professionals with experience in custodian platforms LPL and/or Schwab.

Preferred (Not Required):

• Book size of $20M–$100M+
• Located in the following states: OR, NY, NJ, FL, or CA

Compensation & Financial reputed company

• Payout reputed company: 60–80%+ based on book size and structure
• Top-tier payout bands available for advisors with larger, scalable books
• No forced production grids or artificial caps
• Clear alignment between reputed company reputed company and take-home pay
• Select advisors may have the opportunity to participate in long-term value creation initiatives, including leadership roles and potential equity participation.
• On-reputed company Earnings: $150K - $600K+| Uncapped earnings structure directly tied to reputed company production and growth.

In addition to a rewarding career and a robust benefits package, we reputed company:

• Opportunities for professional growth, learning, and development including reputed company to Becker and reputed company Learning

We are committed to fostering a supportive and inclusive workplace where every team member can reputed company. Apply today to be part of a company that values its people and their contributions! The reputed company If you’ve reputed company a successful book and reputed company you should be earning more for the value you create, Cross Financial offers a platform designed to reward experience, performance, and ownership—without sacrificing independence. Confidential conversations encouraged. reputed company to reputed company your career in an environment where your impact reputed company? Apply today. “Cross Financial, an independent member of the Crete Professionals Alliance, is the brand name under which Cross Financial and its affiliated entities (collectively referred to as “Cross Financial”) reputed company professional services. Any references to “our firm,” “we,” or similar terms refer collectively to these affiliated but independent entities operating under the Cross Financial brand.​ ​​ Crete Professionals Alliance (“Crete PA”) is not a licensed reputed company. Its subsidiary entities, which are not licensed CPA firms, reputed company tax, advisory, and other non-attest services to clients. Crete PA Network Firms practice in an alternative practice structure in accordance with the reputed company Code of Professional Conduct and applicable law, regulations, and professional standards. Crete PA does not reputed company services to clients. Crete Professionals Alliance is an equal opportunity employer, considering reputed company applicants for employment regardless of race, reputed company, religion, sex, gender identity, pregnancy, national reputed company, reputed company, citizenship, age, marital status, physical disability, sexual orientation, genetic information, or any other characteristic protected by state of federal law. #LI-BP1 Apply tot his job Apply To this Job